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Keith M
Series 63, Series 66
Keene, NH
LPL Financial
Keith Mansfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at INVEST Financial Corp. for 19 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.
Ely T
CFP®, Series 66
Keene, NH
Edward Jones
Ely Thayer is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Edward Jones since 2015. Based in Keene, NH, he also serves as the Head Coach for Keene State College's rugby program. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.
Daniel C
Series 63, Series 65
Northfield, MA
Cambridge Investment Research Advisors
Daniel Chabott Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Cetera Advisors LLC and has owned Clear Sailing Investment Group since 2009. Outside of advisory work, he owns real estate ventures including TC Legacy LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.
Adam C
Series 66
Keene, NH
Edward Jones
Adam Colombie is a financial advisor at Edward Jones in Keene, NH, with two years of industry experience. He holds a Series 66 designation and has previous work experience at Armor Addict LLC and Abacus Automation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Frederick H
Series 63, Series 66
Keene, NH
Wells Fargo Advisors
Frederick Hadlow is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Wells Fargo entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.
Christopher S
CFP®, Series 63, Series 66
West Chesterfield, NH
LPL Financial
Christopher Stoner is a financial advisor with LPL Financial in West Chesterfield, NH, holding the CFP® designation and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at Columbia Management Investment Distributors, Measured Wealth Private Client Group, and Eaton Vance Management. Outside of his advisory work, he is involved with Twombly Wealth Management Group, which includes an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and proprietary tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
Matthew S
Series 63, Series 65
Swanzey, NH
Primerica Advisors
Matthew Snow is a financial advisor with Primerica Advisors in Swanzey, NH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2004. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Nathan G
Series 63, Series 65
Keene, NH
Cambridge Investment Research Advisors
Nathan Goodwin is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Citizens Securities, Inc. and Klr Investment Advisors, LLC. In addition to his advisory role, he serves as the Enterprise Operations Director at Premier Planning Group, where he manages daily operations and supports advisor growth and firm efficiency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms.
Nataliya B
CFP®, Series 63, Series 65
Keene, NH
Cambridge Investment Research Advisors
Nataliya Bergeron is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2013. She is also a notary public and works as an independent insurance agent in Keene, NH. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across various platforms.
Robert S
Series 66
Keene, NH
LPL Financial
Robert Seaman is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial and previously worked at firms including Cambridge Investment Research, Lincoln Investment, J.P. Morgan Securities, USAA Financial Planning Services, Independent Financial Partners, and Edward Jones. Outside of his advisory role, he is also an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.
Gretchen S
Series 63, Series 65
Swanzey, NH
Primerica Advisors
Gretchen Snow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her background includes roles in education and outdoor recreation, and she operates a part-time tax preparation business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.
Alexander S
Series 66
Keene, NH
Edward Jones
Alexander Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he held roles at firms and organizations including Ragged Mountain, New England Pro Greens and Turf, and Northwestern Mutual. His background also includes experience in outdoor education and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.
Tyler D
Series 66
Keene, NH
LPL Enterprise
Tyler Davis is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Northwestern Mutual and First Command Financial. He also serves in the United States Army National Guard. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.
Nicholas C
Series 63, Series 66
Keene, NH
Edward Jones
Nicholas Celentano is a financial advisor at Edward Jones in Keene, NH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments, Brady Sullivan Properties, and Bean Group. Outside of financial advising, he holds a real estate license in Keene but is not actively prospecting new clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.
Matthew F
CFP®, Series 66
Keene, NH
LPL Financial
Matthew Fliss is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. He previously worked at Edward Jones for 11 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
Elizabeth N
CFP®, Series 63, Series 66
Keene, NH
LPL Enterprise
Elizabeth Newcombe is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her prior roles include positions at Fidelity Personal and Workplace Advisors, NH Trust/NH Mutual Bancorp, and Infinex Investments. She is a board member of Monadnock Music, a nonprofit organization, and owns a business called Hygge Properties LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products.
Alan S
Series 66
Keene, NH
Edward Jones
Alan Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for 30 years at Peerless Insurance Company/Liberty Mutual Insurance. He serves as a trustee for the Cedarcrest Center for Children with Disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.
Annie C
CFP®, Series 66
Keene, NH
Edward Jones
Annie Colombie is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Keene, NH. She has seven years of industry experience, including previous roles outside of finance such as positions at Enterprise Rent-A-Car and Bennington Pottery. Colombie serves as Finance Committee Chair for the Keene Lions Club. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of advisors and branches.
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